TOPWOOD FINANCIAL, LLC
Kathryn Devries
Owner, Agent & Registered Representative
Welcome to Topwood Financial where we treat everyone we help as if they were family. Focusing on individuals, first responders, and employee benefits, we offer a variety of solutions to customize your options and assist you in defining and working toward your goals.
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your needs.
OVERLINE
Staff Bio
Liz Oliveros
Administrative Assistant, Topwood Financial, LLC. – Part Time
I offer administrative support to Katie Devries, Owner of Topwood Financial, LLC. I support her business efforts through client customer service, scheduling, record retention and marketing.
I began working for Katie Devries in June 2019 as her need for client service work increased with her book of business. My past employment background includes maintaining a book of business in the mid-Atlantic for a local insurance brokerage company which allowed me to better understand the needs of Topwood Financial, LLC’s clientele. I truly enjoy the flexibility of my position and aiding clients with their life, retirement and long term care insurance service needs.